Initial Configuration

Overview

After you install Workbench, but before you open the server to users, complete these first-time configuration tasks. Each task links to a detailed guide.

Secure the server

We recommend running Workbench on a secured network or enabling TLS/SSL before users sign in. See Secure Sockets (SSL).

If you deploy Workbench behind a load balancer or reverse proxy, configure the proxy settings before users sign in. See Running with a Proxy.

Configure authentication

Set up an identity provider so that users sign in with your organization’s credentials.

Follow the quick start for your provider and authentication method:

For other authentication options, see the User access management section of this guide.

Set resource limits

To limit the CPU and memory that local sessions can use, see Configure resource limits for local sessions.

Configure IDEs

Workbench provides several IDEs. RStudio Pro, VS Code, and Positron Pro are installed and enabled by default. JupyterLab is also enabled by default, and classic Jupyter Notebook sessions are disabled by default.

To configure each IDE, see the corresponding section of this guide:

Quarto

Quarto is bundled with RStudio Pro. To use it with VS Code or JupyterLab, add Quarto to the PATH. See Installing Quarto for installation and PATH setup.

Next steps

  • Run user acceptance testing before you open Workbench to all users. Ask a representative group to sign in, start a session in each IDE, install packages, and complete a typical workflow to confirm the deployment works for real use.
  • Manage the server on an ongoing basis with Server Management.
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